LFA
Legend Financial Advisors Portfolio holdings
AUM
$151M
This Quarter Return
-1.5%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$117M
AUM Growth
+$117M
(-2.2%)
Cap. Flow
+$4.12M
Cap. Flow
% of AUM
3.51%
Top 10 Holdings %
Top 10 Hldgs %
67.8%
Holding
214
New
7
Increased
23
Reduced
44
Closed
26
Top Buys
| 1 |
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
|
$3.66M |
| 2 |
Corebridge Financial
CRBG
|
$660K |
| 3 |
Ryanair
RYAAY
|
$587K |
| 4 |
Vanguard Total Bond Market
BND
|
$202K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$140K |
Top Sells
| 1 |
Intel
INTC
|
$126K |
| 2 |
NMI Holdings
NMIH
|
$114K |
| 3 |
iShares Semiconductor ETF
SOXX
|
$107K |
| 4 |
Vanguard Growth ETF
VUG
|
$90.4K |
| 5 |
Apple
AAPL
|
$74.5K |
Sector Composition
| 1 | Financials | 3% |
| 2 | Technology | 2.61% |
| 3 | Consumer Discretionary | 2.48% |
| 4 | Energy | 1.98% |
| 5 | Industrials | 1.36% |
